Steph Schief
Executive Director at KeatsConnelly
- Role
- Executive Assistant at Keatsconnelly - Cross Border Wealth Management
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Steph Schief
I am the Executive Director at KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle. I worked for about 7 years as the EA to the President of the company and transitioned to a broader role at the beginning of 2020. Michigan is my original home, but I’ve loved exploring the US and other nations, digging into different cultures and adapting to my surroundings. I have two little ones and absolutely love being a mama. You could easily find me traveling, sitting around playing music, problem solving, teaching pilates, messing with carpentry/boat building, focusing on tedious tasks, making things work more efficiently, or spending time with the people i love.
Experience
Executive Assistant
Keatsconnelly - Cross Border Wealth Management
Jan 2012 — Present
KeatsConnelly is the largest cross-border wealth management firm in North America specializing in helping Canadians and Americans realize their dreams of a cross-border lifestyle. Our offices are in Phoenix, Arizona; Boynton Beach, Florida; and Calgary, Alberta Canada.Cross Border Wealth Management, Estate Planning, US and Canadian Tax Planning and Preparation, Investment Management, Immigration Planning
Education
Pierce College at Fort Steilacoom
Fitness & Nutrition
2008 — 2009
Central Michigan University
General Education
1998 — 2000
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